The Business Case for Integration - July 22, 2021 2pm Eastern - Strategic Information Group
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The Business Case for Integration July 22, 2021 2pm Eastern
Today’s Panel
Barbara Ware Walter Little
Sr. Director, Marketing Product Manager
barbaraw@strategic.com walterl@strategic.com
www.strategic.com
Copyright 2021
About us
• Established: 1992
• Employees: 115+
• Locations: USA (5), Ireland, UK
• Customers: 1200+ Companies
o 650+ full implementations
o 350+ life science customers
o 100+ reached exit strategy
• Products
o QAD Adaptive ERP
o Quality Systems
o ERP Integrations & Extensions
o FDA Validation Toolkit/Protocols
• Services
www.strategic.com
Copyright 2021
The Challenge – Siloed Systems
Sales - Do These Sound Familiar?
Field Reps calling/emailing back to HQ to inquire about
inventory levels, pricing, shipment status, etc.
Customer Service reps manually entering Sales Orders
in QAD from CRM opportunities or order forms
www.strategic.com
Copyright 2021Shipping - Do These Sound Familiar?
Shipping manually entering ship-to information in
logistics provider’s website
Shipping manually entering tracking number and
freight charges in QAD
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Copyright 2021Manufacturing & Quality - Do These Sound Familiar?
Document Control or Materials manually entering Item Masters in QAD
when drawings/documents are released in quality system
QC Inspectors manually entering Nonconformance Reports on receiving
or in-process inspection fails
Manually updating material location on quarantine or release, based on
email or paper traveler
Manually updating supplier, customer and item lists in the quality system
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Copyright 2021Finance - Do These Sound Familiar?
Downloading payroll file from ADP and manually
posting JE
Manually entering Supplier Invoices from expense
reports in Concur
Manually extracting data from QAD to use in BI
software
www.strategic.com
Copyright 2021What These Scenarios Have In Common…
• Manual data entry consuming your staff’s time
• Process dependent on staff communication/process handoff
• Additional opportunities for error and extra process steps to
minimize error
…all with a cost:
• Direct Labor cost
• Opportunity cost
• Scrap/rework cost
• Customer Satisfaction cost
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Copyright 2021The Solution – Automation through Integration
Modern IT Is All About Integration
• Systems communicating with one another – through
orchestrated integration – yields the following benefits:
o Reduction/elimination of manual data entry between systems
o Increased data accuracy
o A true system-of-record for common data
o Fewer manual process handoffs
o Increased staff bandwidth for higher-value activities, including further
process optimization
o Increased employee morale
www.strategic.com
Copyright 2021Some Examples…
Real-World Examples – Order Processing
Field Rep
enters order
FedEx
as SFDC SO updated
Opportunity generates
with tracking
tracking and
and freight
freight
Sales Order Process SO in Shipment SFDC Oppty
created in QAD data sent to updated with
QAD (ship/invoice) FedEx tracking
* SKUs/Items, Pricing, Inventory levels updated via integration from QAD to SFDC
www.strategic.com
Copyright 2021Real-World Examples – Order Processing
• Benefits:
o Field Reps can operate completely from SFDC
• Necessary info is available and current in SFDC
• Order is placed from SFDC
o No manual data entry in QAD
o Streamlined process allows for faster order fulfillment
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Copyright 2021Real-World Examples – Expense Reporting
Adapter Adapter calls
Data is Adapter calls
reads and program to create
downloaded - AND - program
- ORto- create
validates Employee
Credit Card
Supplier
from Concur Journal Entry
data Supplier
Invoice
Invoice
Email
Can be scheduled batch task or notification on failed data load
user-initiated
Program
Can use Concur FTP, API or manual for data from
download correction
Concurin QAD available
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Copyright 2021Real-World Examples – Expense Reporting
• Benefits:
o No manual data entry in QAD
o Streamlined process allows for faster employee reimbursement
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Copyright 2021Real-World Examples – Nonconformance Handling
Inspector
performs
inspection in
Material
QAD
moved from
Inspection fails
Quarantine
location
Material Email
NCMR NCMR
moved to notification
created in processed in
Quarantine to material
ETQ ETQ
location control
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Copyright 2021Real-World Examples – Nonconformance Handling
• Benefits:
o No manual data entry to initiate NCMR in ETQ
o Automated inventory movement reduces risk of material being
allocated to production order or sales order
o Automated NCMR creation reduces process delays and eliminates
risk of data entry errors
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Copyright 2021Strategic Can Help!
Benefits of Integration
• Reduction/elimination of manual data entry between systems
• Increased data accuracy
• A true system-of-record for common data
• Fewer manual process handoffs
• Increased staff bandwidth for higher-value activities, including
further process optimization
• Increased employee morale
www.strategic.com
Copyright 2021Strategic Integration Solutions
• Robust and Growing Offering of Prebuilt Integration Products
for day-to-day transactions, including:
o CRM (e.g. Salesforce)
o Logistics (FedEx/UPS/USPS)
o PLM (Arena, Agile)
o QMS (QAD QMS, ETQ Reliance, etc.)
o FX Rate services (OANDA, etc.)
o HR/Payroll/Labor Reporting (ADP, Workday, etc.)
o Expense/Spend (e.g. Concur, Coupa, etc.)
o Sales Tax (Avalara, Cytak)
o Banking Integration
www.strategic.com
Copyright 2021Strategic Integration Solutions
• Robust and Growing Offering of Prebuilt Integration Products
for analytics, BI, and financial performance management
including:
o Phocas
o Prophix
o Tableau
o Workday (Adaptive Insights)
o Power BI
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Copyright 2021Strategic Integration Solutions
• Our Integration products shorten time-to-value by leveraging
pre-built configurations for the most common scenarios, while
still allowing flexibility to align with your unique business
processes
• Priced to be cost-effective to achieve ROI faster
• Integration team has decades of experience connecting a wide
variety of systems with QAD
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Copyright 2021Questions?
www.strategic.com
Copyright 2021To Learn More
• Ask your Strategic Account Executive
• Email sales@strategic.com
• Review www.strategic.com/
Thank you for attending!
www.strategic.com
Copyright 2021www.strategic.com
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